In this episode, Wescott’s Director of Financial Planning Standards, Susan Green, helps us focus in on your estate plan. Susan walks us through the basics of various estate planning documents, and when they are used. We will also spend some time identifying common pitfalls to avoid in estate planning and look at a number of case studies to illustrate different scenarios.
To view the previous episode in this series, click here.
Stay tuned for the next episode in this series.